Your Autumn Budget update the key news from the chancellors statement

30 October 2024

The chancellor has delivered the Labour government’s first Autumn Budget. Here’s a useful summary of the key measures Rachel Reeves announced in her statement.

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How to join the pension treasure hunt and discover lost savings

12 September 2024

It’s estimated that “lost” pensions have a combined value of £26.6 billion. Join the hunt to track down lost savings

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Investment market update August 2024

10 September 2024

Investors are likely to have experienced stock market volatility in August 2024 due to concerns the US is on track to fall into a recession this year. Find out what else affected the markets.

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How to beat the winter blues this year

10 September 2024

Do you feel low during the winter months? The winter blues affect around 3% of people in the UK and can harm your mental and physical health.

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Why your social life could be just as important as your health

10 September 2024

Did you know that your social life might play a surprising role in your health?

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Regular financial reviews may help you get more out of every stage of life

10 September 2024

Throughout your life, your goals and circumstances will change. Regular financial reviews could help.

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Investment market update May 2024

18 June 2024

On the back of data showing some countries have exited recessions at the end of the first quarter of 2024 and inflation falling, several market indexes reached record highs in May. Read on to find out what else may have affected the markets and your investment portfolio.

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How many steps should you take every day to improve your health

18 June 2024

How many times have you told yourself that you need to do more exercise, started a new routine, and then stopped it altogether after a few weeks as you just don’t have the time?

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Explained When do you need to declare the interest earned on savings

18 June 2024

Rising interest rates have been fantastic news for savers. But it might have left you wondering if you need to pay tax on the interest you’ve earned, and how to pay it if you are liable.

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Making your present part of your financial plan could enhance your life

18 June 2024

As financial planners, we often talk about the importance of working towards long-term goals and security. As part of your financial plan, you might be putting money into a pension for retirement or building an emergency fund to safeguard your finances if you experience a shock.

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How a financial plan could alleviate your inflation worries

18 June 2024

The uncertainty of how the cost of living will change during your lifetime can make long-term planning difficult. After all, how can you be certain how your expenses will change in 20 years or more? If you’re worried about the effect of inflation on your security, a financial plan could provide peace of mind.

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Investment market update February 2024

18 March 2024

While many economies are still struggling with high inflation there are signs that the pace is starting to slow, which could pave the way for interest rate cuts later this year.

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